M3 Advisory Group, LLC Purchases in Q2 2025

M3 Advisory Group, LLC

  • $145 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.09K
+ 7.01%
$94.31 - $157.99 $197K - $330K
31.9K $5.04B
VUG
Vanguard Growth ETF

ETFs
706
+ 4.43%
$329.49 - $438.4 $233K - $310K
16.6K $7.29B
MSFT
Microsoft Corp

Technology
945
+ 20.41%
$354.56 - $497.45 $335K - $470K
5.58K $2.77B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
921
+ 10.42%
$456.74 - $568.03 $421K - $523K
9.76K $5.54B
VTI
Vanguard Total Stock Market Et

ETFs
686
+ 2.77%
$243.75 - $303.93 $167K - $208K
25.4K $7.72B
VIG
Vanguard Dividend Appreciation

ETFs
1.12K
+ 1.86%
N/A
60.9K $12.5B
AVGO
Broadcom Inc.

Technology
497
+ 9.68%
$146.29 - $275.65 $72.7K - $137K
5.63K $1.55B
Elevation Series Trust
17.3K
New
N/A
17.3K $607M
IVV
Ishares Core S&P 500 ETF

ETFs
98
+ 1.21%
$498.8 - $620.9 $48.9K - $60.8K
8.22K $5.1B
GOOGL
Alphabet Inc.

Communication Services
509
+ 2.59%
$144.7 - $178.6 $73.7K - $90.9K
20.1K $3.55B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.33K
New
$272.36 - $339.57 $363K - $452K
1.33K $452M
XLK
Technology Sector Spdr

ETFs
145
+ 1.81%
$179.73 - $253.23 $26.1K - $36.7K
8.15K $2.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
70
+ 1.16%
$496.48 - $617.85 $34.8K - $43.2K
6.09K $3.76B
AMZN
Amazon Com Inc

Consumer Cyclical
3
+ 0.03%
$167.32 - $223.3 $502 - $670
9.38K $2.06B
TSLA
Tesla, Inc.

Consumer Cyclical
278
+ 8.89%
$221.86 - $362.89 $61.7K - $101K
3.41K $1.08B
META
Meta Platforms, Inc.

Communication Services
93
+ 7.57%
$484.66 - $738.09 $45.1K - $68.6K
1.32K $975M
VV
Vanguard Large Cap ETF

ETFs
934
New
$228.25 - $285.3 $213K - $266K
934 $266M
VEA
Vanguard Ftse Developed Market

ETFs
66
+ 0.16%
$45.65 - $57.01 $3.01K - $3.76K
42.1K $2.4B
IWV
Ishares Russell 3000 ETF

ETFs
738
New
$281.67 - $351.0 $208K - $259K
738 $259M
CASY
Caseys General Stores Inc

Consumer Cyclical
504
New
$415.82 - $510.91 $210K - $257K
504 $257M
BA
Boeing CO

Industrials
1.19K
New
$136.59 - $217.51 $163K - $260K
1.19K $250M
JPM
Jpmorgan Chase & CO

Financial Services
242
+ 6.47%
$210.28 - $289.91 $50.9K - $70.2K
3.98K $1.15B
NFLX
Netflix Inc

Communication Services
35
+ 7.63%
$855.86 - $1339.13 $30K - $46.9K
494 $661M
MAR
Marriott International Inc

Consumer Cyclical
809
New
$211.12 - $274.14 $171K - $222K
809 $221M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.98K
New
$58.41 - $72.69 $174K - $216K
2.98K $216M
XLI
Industrial Sector Spdr

ETFs
1.46K
New
$116.42 - $147.52 $170K - $215K
1.46K $215M
ROBO
Robo Global Robotics And Autom

ETFs
3.55K
New
$43.89 - $59.78 $156K - $212K
3.55K $212M
MTD
Mettler Toledo International Inc

Healthcare
179
New
$970.15 - $1216.57 $174K - $218K
179 $210M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
4.1K
New
$42.56 - $50.32 $174K - $206K
4.1K $206M
PEP
Pepsico Inc

Consumer Defensive
1.54K
New
$128.02 - $151.37 $197K - $233K
1.54K $204M
SPOT
Spotify Technology S.A.

Communication Services
265
New
$503.3 - $775.9 $133K - $206K
265 $203M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
8.56K
New
$22.15 - $23.69 $190K - $203K
8.56K $203M
VGT
Vanguard Information Technolog

ETFs
304
New
$470.37 - $663.28 $143K - $202K
304 $201M
VTV
Vanguard Value ETF

ETFs
979
+ 28.98%
$153.67 - $176.74 $150K - $173K
4.36K $770M
XLY
Select Sector Spdr Consumer Di

ETFs
90
+ 1.26%
$176.34 - $218.59 $15.9K - $19.7K
7.23K $1.57B
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.81%
$4164.15 - $5789.24 $4.16K - $5.79K
124 $718M
DELL
Dell Technologies Inc.

Technology
180
+ 4.45%
$71.63 - $125.98 $12.9K - $22.7K
4.23K $518M
VXF
Vanguard Extended Market ETF

ETFs
508
+ 25.35%
$150.43 - $192.71 $76.4K - $97.9K
2.51K $484M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.38K
+ 1.5%
$23.55 - $27.67 $32.4K - $38.1K
93K $2.57B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
134
+ 0.84%
$55.54 - $69.09 $7.44K - $9.26K
16.1K $1.11B
BAC
Bank Of America Corp

Financial Services
762
+ 5.33%
$34.39 - $47.46 $26.2K - $36.2K
15.1K $712M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
380
+ 2.85%
N/A
13.7K $1.28B
UBER
Uber Technologies, Inc

Technology
62
+ 1.21%
$64.62 - $93.3 $4.01K - $5.78K
5.2K $485M
VB
Vanguard Small Cap ETF

ETFs
180
+ 4.69%
$193.73 - $237.37 $34.9K - $42.7K
4.02K $953M
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 7.52%
$908.13 - $1056.85 $56.3K - $65.5K
886 $877M
CWB
Spdr Bloomberg Convertible Sec

ETFs
167
+ 1.65%
$71.86 - $82.66 $12K - $13.8K
10.3K $849M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
621
+ 6.44%
$39.89 - $49.46 $24.8K - $30.7K
10.3K $508M
IXUS
Ishares Tr

ETFs
466
+ 12.41%
$62.37 - $77.63 $29.1K - $36.2K
4.22K $326M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
26
+ 1.77%
$468.22 - $566.51 $12.2K - $14.7K
1.5K $848M
Activity Summary
Buys All Purchases 81 New Holdings 16 Increased Positions 65 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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